Private Training

MQ President Amy Mullen, CFP will lead a private, two-day, in-person training for Truepoint Wealth Counsel in Cincinnati, OH. This training is not open for public registration.

Would you like Amy to visit your firm for your own private training?

Firm trainings are private events customized specifically for your team at a location of your choice. If you and your colleagues would like to participate in the same training session, but the logistics of traveling with a larger group are difficult, we can come to you instead.

Hosted trainings are particularly useful for smaller firms and individuals who find travel difficult, but may not be able to fill an entire classroom on their own. They allow you to schedule a Fundamentals of True Wealth Planning training seminar at a location of your choice and invite others in your region to attend as well!  Added benefits include defrayed costs/shared expenses and an opportunity to network with other like-minded advisors in your area.